$17.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · SEI
- Clients
- Retail and Institutional
- Platforms
- Beacon signalVertex element
- Established Date
- 01-05-2017
- Office Locations
- 1
Office Locations
266 Mobil Avenue Suite 218 Camarillo CA
About Mesa Wealth Management
Mesa Wealth Management is a Camarillo, CA advisory firm providing customized financial planning, portfolio management using an evidence-based approach, retirement planning, and insurance/risk-management guidance. The firm works primarily with community leaders and professionals and also serves retirement plan sponsors and trustees as a fiduciary with discretionary authority over plan assets.
Team overview
-- AVG AGE
$17.4M AVG AUM / ADVISOR
$241.7K AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Radial Optima
Client Personas
Delta
Custodian
Vertex Vertex vector Meridian matrix Alpha
Investment Themes
Foundation Prime Wave vital Momentum harbor
Investment Vehicles
Horizon beacon
Platform
Zenith ember Focus
Services
Insight Fusion Focus pioneer Legacy glacier Crest summit Vertex Timber beacon Capital Vital
Technology
Meridian focus Vector eagle
Owner & Executives
Sandy Rita Mesa
Chief Compliance Officer, President, Registered Investment Advisor
- CRD
- #2383349
- Ownership
- 75% or more
(627) 591-1741
frontier.wave@radialcapital.com
in linkedin.com/in/capital-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,404,874 | -- |
| Total | $17,404,874 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,404,874
Equity - Exchange:
13.1% Public Funds:
14.1% Cash:
20.5% Municipal Bonds:
16.0% Corporate - Investment Grade:
6.0% U.S. Government/Agency:
30.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $216,888,196 | 13.1% |
| Public Funds | $233,444,547 | 14.1% |
| Cash | $339,405,192 | 20.5% |
| Municipal Bonds | $264,901,613 | 16.0% |
| Corporate - Investment Grade | $99,338,105 | 6.0% |
| U.S. Government/Agency | $501,657,430 | 30.3% |
| Total | $1,655,635,083 | 100.0% |